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Microsoft and Google are competing to sign long-term DRAM agreements with SK Hynix, with contracts worth tens of trillions of Korean won set to emerge.

Microsoft and Google are competing to sign long-term DRAM agreements with SK Hynix, with contracts worth tens of trillions of Korean won set to emerge.

The wave of investment in artificial intelligence infrastructure is reshaping global memory chip purchasing patterns. Microsoft and Google are seeking to sign unprecedented multi-year DRAM supply agreements with SK Hynix, with contracts not only guaranteeing price floor clauses but also introducing a prepayment mechanism—something never seen before in the
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